MATERIAL EVENT TRACKER
Mergers & Corporate Actions: Recent Company Events and Source Evidence
Monitor mergers & corporate actions across companies using primary filings and management commentary rather than headline-only summaries.
Foreign research
Not for redistribution without written consent of Morgan Stanley M Idea August 20, 2026 02:12 PM GMT Morgan Stanley Australia Limited+ Sonic Healthcare Ltd | Asia Pacific David L Bailey Equity Analyst Organic growth remains modest Peter Niu Research Associate …
1H26 Post-Results HK NDR – Key Takeaways2026-08-20 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Update August 20, 2026 01:51 PM GMT Chuangxin Industries Holdings Ltd. | Asia Pacific Morgan Stanley Asia Limited+ Hannah Yang, CFA Equity Analyst 1H26 Post-Results HK NDR – Key Takeaways …
Quick Take: Union Pacific - Norfolk Southern merger moves to the merits stage2026-08-19 · BernsteinShiseido: F12/26 2Q Results: Profits Maintain Strong Progress2026-08-05 · Morgan StanleyM Update August 5, 2026 12:50 PM GMT Morgan Stanley MUFG Securities Co., Ltd.+ Shiseido (4911) | Japan Haruka Miyake Equity Analyst F12/26 2Q Results: Profits Maintain Strong Progress Jully Ussui Research Associate AlphaSignals Earnings Reaction Unchanged …
MMFS: HFC subsidiary to merge with parent MMFS2026-08-05 · Morgan StanleyM Update August 5, 2026 08:32 AM GMT MMFS | Asia Pacific Morgan Stanley India Company Private Limited+ Subramanian Iyer Equity Analyst HFC subsidiary to merge with parent MMFS Kushan Parikh, CFA Equity Analyst Sakshi V Chaplot Research Associate Key Takeaways …
Blackstone Digital Infrastructure Trust: Patience2026-08-05 · Morgan StanleyM Update August 5, 2026 06:53 AM GMT Blackstone Digital Infrastructure Trust | North America Morgan Stanley & Co. LLC Cameron McVeigh, CFA Equity Analyst Patience Ronald Kamdem, CFA Equity Analyst Garo K Amerkanian Research Associate …
Wolters Kluwer: 1H26 - Margin strength ahead of 2H investments2026-08-05 · Morgan StanleyM Update August 5, 2026 06:42 AM GMT Morgan Stanley & Co. International plc+ Wolters Kluwer | Europe George W Webb Equity Analyst 1H26 - Margin strength ahead of 2H investments William Richards Research Associate Mark Hyatt Equity Analyst …
Nippon Yusen: F3/27 1Q Results: No Share Buyback Announced, but Unsurprising Given Recent Tender Offer Announcement2026-08-05 · Morgan StanleyM Update August 5, 2026 05:29 AM GMT Morgan Stanley MUFG Securities Co., Ltd.+ Nippon Yusen (9101) | Japan Takuya Osaka Equity Analyst F3/27 1Q Results: No Share Buyback Announced, but Unsurprising Given Recent Tender Offer Announcement Shan Jiang …
Voyager Technologies Inc: Acquisition Drives 2026 Guide Increase; Maintain UW2026-08-05 · Morgan StanleyM Update August 5, 2026 04:01 AM GMT Morgan Stanley & Co. LLC Voyager Technologies Inc | North America Kristine T Liwag Equity Analyst Acquisition Drives 2026 Guide Increase; Maintain UW Justin M Lang Equity Analyst Jason T Holcomb Research Associate …
Macerich Co: 2Q26 Earnings: Core FFO above cons; KPIs improving; tenant openings and acq pipeline in focus2026-08-05 · Morgan StanleyM Update August 5, 2026 03:52 AM GMT Morgan Stanley & Co. LLC Macerich Co | North America Ronald Kamdem, CFA Equity Analyst 2Q26 Earnings: Core FFO above cons; KPIs improving; tenant openings and acq pipeline in focus Caroline Long Research Associate …
Hinge Health Inc: Operating performance in rarefied air; ~50% upside to new PT2026-08-05 · Morgan StanleyM Idea August 5, 2026 03:37 AM GMT Morgan Stanley & Co. LLC Hinge Health Inc | North America Craig Hettenbach Equity Analyst Operating performance in rarefied air; ~50% upside to new PT Jialin Jin Research Associate Katherine A Bennorth Research Associate …
Janus Living, Inc.: 2Q26 earnings: Core FFO beat; 26e guide raised slightly above cons; KPIs accelerate; post-IPO acq guide raised +$850mn to $1.6bn2026-08-05 · Morgan StanleyM Update August 5, 2026 02:19 AM GMT Morgan Stanley & Co. LLC Janus Living, Inc. | North America Ronald Kamdem, CFA Equity Analyst 2Q26 earnings: Core FFO beat; 26e guide raised slightly above cons; KPIs accelerate; post-IPO acq guide raised +$850mn to $1.6bn …
Saudi Aramco: Risk Reward Update2026-08-05 · Morgan StanleyM Update August 5, 2026 12:30 AM GMT Saudi Aramco | Europe Morgan Stanley & Co. International plc+ Martijn Rats, CFA Equity Analyst and Commodities Strategist Risk Reward Update Saudi Aramco (2222.SE, ARAMCO AB) What’s Changed Energy | Saudi Arabia …
Michelin: Risk Reward Update2026-08-05 · Morgan StanleyM Update August 5, 2026 01:30 AM GMT Michelin | Europe Morgan Stanley Europe S.E., Madrid Branch+ Javier Martinez de Olcoz Cerdan Equity Analyst Risk Reward Update Michelin (MICP.PA, ML FP) What’s Changed Autos & Shared Mobility | France Updated Components …
Kao (4452) 2Q results: Offsets rising material costs, raises full-year operating profit guidance2026-08-05 · JPMorganJ P M O R G A N Asia Pacific Equity Research 06 August 2026 Kao (4452) 2Q results: Offsets rising material costs, raises full-year operating profit guidance Positive: 2Q operating profit of ¥50.9 billion exceeded our estimate of ¥39.2 billion.…
SK Telecom 2Q OP a slight beat, AI DC build-out strategy remains a key swing factor2026-08-05 · JPMorganJ P M O R G A N Asia Pacific Equity Research 06 August 2026 SK Telecom 2Q OP a slight beat, AI DC build-out strategy remains a key swing factor 2Q OP of W566B slightly beat consensus, driven by SKBB’s increased OP contribution (W132B).…
Primary-source evidence
Estee Lauder reported fiscal 2026 net sales of $15,049 million, up 5% from $14,326 million, and net earnings of $182 million, a turnaround from a net loss of $1,133 million in fiscal 2025. Operating margin improved to 5.2% from -5.5%.…
20-F2026-08-18 · SEC EDGAR · 20-FDiageo's FY2026 20-F reports organic net sales growth of 0.4% and organic operating profit growth of 2.0%, but reported operating profit declined 27.2% due to impairments (Türkiye, Don Papa) and restructuring charges.…
10-K2026-08-17 · SEC EDGAR · 10-KSanDisk reported fiscal 2026 (ended July 3, 2026) net revenue of $20.248 billion, up from $7.355 billion in 2025, with gross margin expanding to 71.5% from 30.1% and operating income of $12.389 billion.…
10-K2026-08-14 · SEC EDGAR · 10-KAmcor reported FY2026 net sales of $23,506 million, up 57% YoY, driven by the Berry merger. Net income attributable to Amcor was $1,106 million, up 116%. Adjusted EBIT was $2,813 million.…
10-Q2026-08-14 · SEC EDGAR · 10-QQXO reported Q2 2026 net sales of $3.246 billion, up 70% YoY, with a net loss of $55 million. H1 net sales were $4.976 billion with a net loss of $282 million. The company completed the Kodiak and TopBuild acquisitions, issuing 312 million shares and $1 billio…
10-Q2026-08-13 · SEC EDGAR · 10-QNational Vision Holdings reported Q2 FY2026 net revenue of $498.8M, up 2.5% YoY, and net income of $12.4M, up 42.3%. The company initiated an Eyeglass World lab optimization plan with $3.1M restructuring charges.…
10-K2026-08-13 · SEC EDGAR · 10-KTapestry reported fiscal 2026 net sales of $8,004.2 million, up 14.2% from $7,010.7 million, and net income of $1,527.7 million, with diluted EPS of $7.27, compared to $0.82 in fiscal 2025.…
Questions this evidence can help answer
- Which companies recently disclosed mergers & corporate actions?
- What changed versus the prior company communication?
- Which events have corroborating management commentary?